• Summitry (San Mateo, CA)
    Job Description Client Service Specialist Summitry is a Bay Area-based wealth management firm with over $3B in assets under management, 40+ employees, and more ... Immediately Work environment: Hybrid - WFH 50%/month Job Summary The Client Service Specialist is client -facing and responsible for opening accounts,… more
    Upward (07/23/25)
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  • Franklin Templeton (Stamford, CT)
    …us in delivering better outcomes for our clients around the world! What is the Client Service Specialist responsible for? We are seeking a Client Service ... asset managers and allocators. What are the ongoing responsibilities of a Client Service Specialist ? Develop operational and account onboarding expertise.… more
    Upward (07/23/25)
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  • Marsh & McLennan Companies, Inc. (Birmingham, AL)
    …day. Learn more about what makes us different and how you can thrive as a Client Service Specialist at McGriff , a division of Marsh McLennan Agency (MMA). MMA ... firm, Marsh McLennan (NYSE: MMC). A day in the life. As our Client Service Specialist on the McGriff Commercial Lines team, you'll support the service and… more
    Upward (07/20/25)
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  • Villa & House (Dallas, TX)
    Join Villa & House as a Full Time Client Service Specialist in the heart of Dallas, Texas, where interior design meets dynamic sales strategies. This position is ... satisfaction and the overall success of our company. What would you do as a Client Service Specialist As a Full Time Client Service Specialist at Villa &… more
    Upward (07/17/25)
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  • Umpqua Bank (Greenacres, WA)
    …for better. About the Role: As the first point of contact for most clients, the Client Service Specialist (Teller) plays a key role in delivering on the bank's ... Standards. With guidance from the Branch Manager and Assistant Branch Manager, the Client Service Specialist role's primary responsibility is to ensure banking… more
    Upward (07/19/25)
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  • Marsh & McLennan Companies, Inc. (Birmingham, AL)
    …more about what makes us different and how you can make your mark as a Client Service Specialist at McGriff, a division of Marsh McLennan Agency (MMA) . Marsh ... Marsh McLennan (NYSE: MMC). A day in the life. As our Client Service Specialist on the Recreational Specialty team, you'll build and maintain professional… more
    Upward (07/17/25)
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  • Arch.co (New York, NY)
    …hire in all departments as we scale. About the Role We're looking for a Client Implementation Specialist to lead onboarding for clients in our Strategic Accounts ... earns trust quickly, and delivers a best-in-class white-glove experience. As a Client Implementation Specialist , you will guide clients through the onboarding… more
    Upward (07/14/25)
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  • Staff (Boston, MA)
    As a member of the Client Service Team (CST), the Client Service Specialist (CSS) is responsible for providing legal administrative support to a team of ... external clients. ESSENTIA L FUNCTIONS: Attorney Support Provide superior client service by answering and screening calls in a...in a courteous and timely manner and providing other client assistance when needed. Work closely with attorneys and… more
    Upward (07/14/25)
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  • MRA Recruiting Services (Minneapolis, MN)
    Job Title: Client Service Specialist Company: Laurel Wealth Planning Location: Edina, MN - Hybrid About our Firm Laurel Wealth Planning (LWP) has served clients ... members has a career track with clear skill-building opportunities and support. Client Service Specialist (CSS) Role The Client Service Specialist (CSS)… more
    Upward (06/23/25)
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  • Auto Repair Network (Wentzville, MO)
    …for those who love helping people, solving problems, and making an impact. As a Client Service Specialist , you'll be the first voice our customers hear - ... Description About the Role We're hiring a highly motivated Customer Support Specialist to join our growing team at Auto Repair Network . In this role, you'll handle… more
    Upward (07/10/25)
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  • Senior Helpers (Encino, CA)
    Senior Helpers South Valley is looking for Client Relations Specialist who will play a crucial role in ensuring client satisfaction and building a strong ... concerns, update their care plan, and manage the overall client experience. You will act as the face of...will work in the field in some days for client relations. Essential Duties and Responsibilities: Handling client more
    Upward (07/02/25)
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  • ABC Imaging (Sparks Glencoe, MD)
    …One Stop Solution. Job Description: ABC Imaging is looking for a dedicated ON-SITE Client Relations Specialist to become a valuable member of our team at ... and budget constraints. Work closely with the production team to ensure that client expectations are met, and projects are executed to the highest quality standards.… more
    Upward (07/04/25)
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  • Marsh & McLennan Companies, Inc. (Myrtle Beach, SC)
    …day. Learn more about what makes us different and how you can thrive as a Client Service Specialist at McGriff , a division of Marsh McLennan Agency (MMA). MMA ... business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities.… more
    Upward (06/26/25)
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  • SS&C Technologies (Kansas City, MO)
    …and mid-market firms, rely on SS&C for expertise, scale, and technology. Job Description Client Relations Specialist Locations: Kansas City, MO | Hybrid (6 Days ... more transactional and executable in nature. As a Service Intake Associate Client Relations Specialist , you will handle daily tasks such as JIRA tickets, inbox… more
    Upward (06/28/25)
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  • Ethos Veterinary Health (Annapolis, MD)
    The Animal Dental Center in Annapolis, MD is hiring a full- time experienced Client Care Specialist to join our Specialty team! POSITION OVERVIEW: Our practice ... is in need of skilled client care specialists to handle reception and front-office responsibilities....CSR team, primary duties will include assessing customer needs, client education, and the coordination of services, treatments, or… more
    Upward (07/16/25)
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  • CNU Fit (Middletown, DE)
    …a mission to transform lives through fitness, accountability, and personalized care. As our Client Care Specialist , you'll be the welcoming force behind every ... and 5+ training photos/videos weekly Generate weekly reports on client progress and milestones Who You Are: You love...micromanaged You bring warmth, positivity, and calm in every client interaction You have a sharp eye for details… more
    Upward (07/07/25)
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  • Lincoln Financial (Broomall, PA)
    …a Glance We are excited to add an enthusiastic, driven, and customer-focused Specialist to our Client Investment Strategies Team. On this high-visibility team, ... you will have the opportunity to directly contribute to the success of Lincoln by collaborating with and providing best in class investment support to Lincoln wholesalers and the financial professionals that we work with. As a subject matter expert, you will… more
    Upward (07/09/25)
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  • Aequor (Tampa, FL)
    …in TampaSite Location: Tampa, FLWork Schedule: Mon-Fri, 8am-5pmFull TimeSummary:The Senior Tax Specialist will play a pivotal role within our Latin America team. We ... Stay informed on evolving tax laws, treaties, and regulations impacting Client , applying this knowledge to compliance efforts.Education Bachelor's degree in… more
    HireLifeScience (07/24/25)
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  • SafeHorizon (New York, NY)
    Responsibilities: Learn and integrate a trauma-informed, client -centered approach, using an anti-oppressive lens, into your work with clients. Identify when a ... client is experiencing trauma reactions and help client stabilize; Conduct emergency shelter intakes for site vacancies and vacancies at sister sites as part of… more
    Upward (07/23/25)
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  • Global Elite Texas (Atlanta, GA)
    …further! We're on the lookout for dedicated professionals like you to join our esteemed client service leadership team. With the option to work from home and enjoy a ... that suits your lifestyle, and receive mentorship as you advance your career in client service leadership. Don't miss out on this chance to prioritize both your… more
    Upward (07/23/25)
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